Introduction
Managing lawyer settings allows your firm to establish default legal representation for loans, ensuring every deal has proper oversight. These settings also control whether a lawyer section appears automatically in all loan files, simplifying documentation and communication.
Navigating to This Section
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Use the left-hand navigation menu to expand Loan Setup/Origination.
Locate Stakeholder Setup.
Tip: If your firm does not require lawyer tracking for every loan, keeping this feature disabled can help maintain a streamlined interface.
Configuring Lawyer Settings
Setting | Description |
Enable Lawyer Module | Activates the lawyer module, adding a Lawyer Dashboard and unlocking additional settings. |
Default Lawyer | Automatically assigns a specified lawyer to all new deals for consistency. |
Always Show Lawyer Section | Displays a dedicated Lawyer panel in loan files, reducing the need for manual setup. |
Show Borrower’s Lawyer | Adds a Borrower’s Lawyer subsection within the Lawyer panel to clarify representation. |
Reminder: Enabling these settings ensures that each transaction includes proper legal documentation, reducing administrative effort.
FAQs
Why should I enable the lawyer module?
Enabling this module ensures that every loan file includes legal representation, improving consistency and regulatory compliance.
Can I change the default lawyer later?
Yes, you can update the default lawyer at any time. However, changes will only apply to new deals, not existing ones.
Does enabling this setting affect loan approvals?
No, enabling lawyer settings does not impact loan approvals but ensures legal details are included in the loan file.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.